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Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.
Client Services Associate | Wealth Management Firm | San Jose
Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment.
Responsibilities:
- Providing excellent service to clients.
- Helping out in client meetings.
- Keeping up-to-date with client documentation.
- Adhering to regulatory rules.
- Processing client transactions accurately and punctually.
- Assisting in web calls and international banking support.
*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
- 3+ years experience in wealth management (no exceptions).
- A history of job stability.
- Willingness to work on-site in San Jose.
- Excellent communication and problem-solving skills.
- Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. xrczosw I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.
